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SBI Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
SBI Balanced Advantage Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Fund | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹2193 Cr | ₹33309 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Oct 2014 | 31 Aug 2021 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 24% | 39.82% |
| Expense Ratio | 2.04 | 1.57 |
| Manager | Ritika Behera | Pradeep Kesavan |
| ISIN Code | INF194KA1UE8 | INF200KA1Y40 |
| Exits Load | Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | SBI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Month | 2.99% | 3.88% |
| 6 Month | 3.29% | 4.62% |
| 1 Year | 9.38% | 9.39% |
| 3 Year | 12.73% | 15.22% |
| 5 Year | 13.42% | - |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 3.58% | 4.84% |
| 1 Year | 6.32% | 8.98% |
| 3 Year | 11.84% | 14.57% |
| 5 Year | 10.45% | - |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 9.02% | 16.39% |
| 3 Year | 8.54% | 13.05% |
| 5 Year | 8.78% | - |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 7.606% | 6.125% |
| Sharp | 0.199% | 0.986% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Name | Ritika Behera | Pradeep Kesavan |
| Total AUM | ₹43013 Cr | ₹434274 Cr |
| Funds Managed | 19 | 43 |
| BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
Market Cap
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 16.93 | 33.72 |
| Large Cap | 63.97 | 54.7 |
| Small Cap | 11.1 | 3.22 |
| Mid Cap | 8 | 8.37 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 16.17 | 32.99 |
| Communication Services | 4.98 | 3.6 |
| Energy | 3.15 | 9.02 |
| Technology | 12.95 | 6.96 |
| Financial Services | 25.51 | 16.32 |
| Basic Materials | 6.1 | 3.21 |
| Industrials | 4.74 | 6.47 |
| Consumer Cyclical | 9.51 | 5.56 |
| Consumer Defensive | 6.86 | 2.74 |
| Healthcare | 7.43 | 4.19 |
| Utilities | 1.15 | 7.63 |
| Real Estate | 1.46 | 1.32 |
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